Targa Resources Corp. (NYSE:TRGP) is among the 10 High Growth S&P 500 Stocks to Buy Now. Goldman Sachs Raises its Price Target on Targa Resources Corp. (TRGP) to $242 and Maintains a Buy Rating Goldman Sachs, on February 20, 2026, raised its price target on Targa Resources Corp. (NYSE:TRGP) to $242 from $196 and maintained a Buy rating following Q4 results. The firm said the quarter came in better than expected, driven by strong downstream NGL margins, though Permian gathering and processing volumes were ...

Key Takeaways Ovintiv posted Q4 EPS of $1.39, beating estimates as output and gas prices rose.Revenues fell 1.9% Y/Y to $2.1B on lower oil volumes and weaker realized oil prices.OVV closed the NuVista buy, sold Anadarko assets and plans up to 75% FCF returns in 2026.Ovintiv Inc. (OVV) reported fourth-quarter 2025 adjusted earnings per share of $1.39, which beat the Zacks Consensus Estimate of 98 cents. The bottom line also increased from the year-ago level of $1.35. The outperformance was driven by higher p ...

Citi analyst Spiro Dounis raised the firm’s price target on Targa Resources (TRGP) to $262 from $200 and keeps a Buy rating on the shares. The firm applies a higher multiple to reflect accelerated growth in 2027 and later after the company pointed to $4.5B of 2026 growth capex, which Citi says is over $1B higher than expected. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on TRGP: Disclaim ...

Broad-Based Growth in 4Q25 Midstream/MLP Dividends## Summary- Midstream indexes have kicked off 2026 with exceptionally strong performance, generating double-digit total returns year-to-date through February 18 that handily outpace the broader market.- Both MLPs and corporations drove sequential growth in payouts for 4Q25. No AMNA constituent has cut its regular dividend since July 2021.- On a year-over-year basis, 92.7% of the Alerian Midstream Energy Index (AMNA) by weighting have grown their dividends.Fo ...

Record 2025 performance was driven by an 11% increase in Permian volumes and record NGL transport, fractionation, and LPG export throughput. Management attributes growth to a combination of existing customer drilling activity and significant commercial success, adding several billion cubic feet per day of gas volumes beyond legacy dedications. The company is executing an aggressive 8-plant expansion plan over two years to provide 2.2 billion cubic feet per day of incremental processing capacity to mee ...

Core Insights - The energy sector is experiencing contrasting trends in oil and natural gas prices, leading to an intriguing earnings season for energy companies [1] Oil and Natural Gas Pricing Trends - In Q4 2024, average monthly WTI crude prices were $71.99, $69.95, and $70.12 per barrel, while in Q4 2025, they dropped to $60.89, $60.06, and $57.97, indicating a significant year-over-year decline due to global oversupply and OPEC+ production cuts [2] - Conversely, U.S. Henry Hub average natural gas prices rose from $2.20 in October to $3.01 in December 2024, and further increased to $3.19, $3.79, and $4.26 in Q4 2025, showing a positive year-over-year trend [3] Energy Sector Earnings Performance - Approximately 45.8% of S&P 500 oil and energy companies reported Q4 results, with earnings growth of 27.1% year over year despite a 1.3% decline in revenues, indicating strong performance quality as 81.8% exceeded EPS and revenue expectations [4] - The blended outlook for Q4 2025 suggests earnings growth of 13.7% year over year, a significant increase from 3.2% in Q3, although revenues are projected to decline slightly by 0.4%, indicating profit gains driven by margin expansion and cost discipline [5] Company-Specific Insights - TechnipFMC plc (FTI) has an Earnings ESP of +1.61% and a Zacks Rank 2, indicating a high likelihood of an earnings beat, with a consensus estimate of 51 cents per share, reflecting a 5.6% decrease from the prior year [9][11] - Transocean Ltd. (RIG) has an Earnings ESP of +5.88% and a Zacks Rank 3, with a consensus estimate of 9 cents per share, indicating a 200% increase from the prior year [12] - Targa Resources Corp. (TRGP) has an Earnings ESP of +0.18% and a Zacks Rank 3, with a consensus estimate of $2.37 per share, reflecting a 64.6% increase from the prior year [14]

Core Insights - Targa Resources Corp. (NYSE:TRGP) is recognized as one of the best performing stocks in the S&P 500 over the past five years [1] Analyst Updates - Targa Resources Corp. shares are trading near consensus valuation levels, with a consensus price target of $213.00 indicating a 3.60% upside as of February 6, 2026. Over 90% of analysts covering the company remain bullish, suggesting incremental revisions rather than broad re-ratings [2] - Morgan Stanley raised its price target for Targa Resources Corp. to $266 from $264 on January 28, 2026, while maintaining an 'Overweight' rating, citing a strong start to the earnings season and the energy sector's contribution to S&P 500 performance despite stable commodity prices [3] - Scotiabank increased its target for Targa Resources Corp. from $199 to $224 on January 16, 2026, while keeping its 'Outperform' rating, attributing the increase to favorable conditions from LNG exports and rising power demand, which are expected to create more opportunities and an upward bias in long-term estimates [4] Company Overview - Targa Resources Corp. is a midstream energy company that provides natural gas gathering, processing, transportation, and NGL logistics services to support U.S. production, power demand, and LNG export growth [5]

Core Viewpoint - Targa Resources Corp. (TRGP) has a market capitalization of $46.6 billion and operates a diversified portfolio of natural gas, NGL, and crude oil assets across North America, providing integrated services in energy commodities [1] Performance Summary - Over the past 52 weeks, TRGP stock has increased by 7.7%, underperforming the S&P 500 Index, which rose by 14.9%. However, on a year-to-date basis, TRGP shares are up 18.6%, significantly outperforming the S&P 500's 1.8% gain [2] - TRGP stock has also underperformed compared to the State Street Energy Select Sector SPDR ETF (XLE), which returned 19.7% over the same period [3] Financial Highlights - On November 5, 2025, Targa Resources reported a record Q3 2025 adjusted EBITDA of $1.27 billion, reflecting a 19% year-over-year increase, driven by record volumes in Permian, NGL transportation, and fractionation [5] - The company raised its full-year 2025 adjusted EBITDA outlook to the upper end of the range, estimating between $4.65 billion and $4.85 billion, and announced several growth projects, including new gas plants and pipeline expansions [5] Earnings Expectations - For the fiscal year ending December 2025, analysts project TRGP's EPS to increase by 45.8% year-over-year to $8.37. The company's earnings surprise history shows mixed results, beating consensus estimates once in the last four quarters while missing three times [6] - Among 22 analysts covering TRGP, the consensus rating is a "Strong Buy," with 18 "Strong Buy" ratings, one "Moderate Buy," and three "Holds" [6] Analyst Ratings - Morgan Stanley raised its price target for Targa Resources to $266, maintaining an "Overweight" rating. The stock is currently trading above the mean price target of $210.91, with the highest price target of $266 indicating a potential upside of 21.5% from current levels [7]

Core Viewpoint - Kayne Anderson Energy Infrastructure Fund, Inc. reported its net asset value and asset coverage ratios as of January 31, 2026, highlighting strong financial metrics and a focus on energy infrastructure investments [1][2]. Financial Summary - As of January 31, 2026, the Company's net assets were $2.5 billion, with a net asset value per share of $14.55 [2]. - The asset coverage ratio for senior securities representing indebtedness was 658%, while the total leverage asset coverage ratio was 495% [2]. - Total assets amounted to $3.444 billion, with total liabilities at $364 million, resulting in net assets of $2.461 billion [3]. Investment Composition - The Company’s investments were primarily in Midstream Energy Companies (95%), with smaller allocations to Power Infrastructure Companies (4%) and Other (1%) [4]. - The ten largest holdings included significant investments in companies such as Enterprise Products Partners L.P. ($337.8 million), Energy Transfer LP ($337.1 million), and The Williams Companies, Inc. ($334.5 million) [4][5]. Company Overview - Kayne Anderson Energy Infrastructure Fund, Inc. is a non-diversified, closed-end management investment company registered under the Investment Company Act of 1940, focusing on high after-tax total returns through cash distributions to stockholders [6]. - The Company aims to invest at least 80% of its total assets in securities of Energy Infrastructure Companies [6].

Core Insights - Kayne Anderson Energy Infrastructure Fund, Inc. reported its net assets as of January 31, 2026, totaling $2.5 billion, with a net asset value per share of $14.55 [2][6] - The asset coverage ratio under the Investment Company Act of 1940 was 658% for senior securities representing indebtedness and 495% for total leverage [2][6] Financial Summary - Total assets amounted to $3,444 million, with investments constituting $3,429.8 million, cash and cash equivalents at $2.7 million, and accrued income of $9.4 million [3] - Total liabilities were reported at $364 million, including a credit facility of $69 million, notes of $400 million, and a deferred tax liability of $347.3 million [3] Investment Composition - The Company had 169,126,038 common shares outstanding as of January 31, 2026 [4] - Long-term investments were primarily in Midstream Energy Companies (95%), with smaller allocations to Power Infrastructure Companies (4%) and Other (1%) [4] - The ten largest holdings included Enterprise Products Partners L.P., Energy Transfer LP, and The Williams Companies, each representing approximately 9.8% of long-term investments [4]